Intuit Inc.
INTU- Exchange
- Nasdaq
- Industry
- Services-Prepackaged Software
- SEC CIK
- 0000896878
In the last 90 days, Intuit Inc. insiders filed 0 open-market purchases and 2 sales; 1,755 institutions reported holding it in 13F filings for Q2 2026, worth $63.6B in total; superinvestors Lindsell Train and Valley Forge Capital hold it.
13F holders, Q4 2021
Institutional positions in Intuit Inc. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,668
- +241 vs. Q3 2021
- Shares held
- 236.3M
- +7.36M (+3.2%) vs. Q3 2021
- Total value
- $151.9B
- +$28.3B (+22.9%) vs. Q3 2021
- New holders
- 309
- 575 more added
- Sold out
- 68
- 555 more reduced
22 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting INTU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,755 | $63.6B |
| Q1 2026 | 2,021 | $104.2B |
| Q4 2025 | 2,270 | $161.3B |
| Q3 2025 | 2,199 | $160.5B |
| Q2 2025 | 2,213 | $188.1B |
| Q1 2025 | 2,031 | $144.5B |
| Q4 2024 | 2,067 | $147.4B |
| Q3 2024 | 1,970 | $144.2B |
| Q2 2024 | 1,967 | $154.2B |
| Q1 2024 | 1,944 | $152.0B |
| Q4 2023 | 1,918 | $146.7B |
| Q3 2023 | 1,742 | $118.4B |
| Q2 2023 | 1,668 | $107.8B |
| Q1 2023 | 1,617 | $104.9B |
| Q4 2022 | 1,560 | $90.8B |
| Q3 2022 | 1,511 | $91.5B |
| Q2 2022 | 1,501 | $90.7B |
| Q1 2022 | 1,556 | $113.5B |
| Q4 2021 | 1,668 | $151.9B |
| Q3 2021 | 1,449 | $123.6B |
| Q2 2021 | 1,379 | $113.2B |
| Q1 2021 | 1,337 | $88.8B |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Intuit Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 39,925 | $25.7M | 0.10% | +14,773+58.7% | Added |
| Bath Savings Trust Co | 39,755 | $25.6M | 2.66% | −3,587−8.3% | Reduced |
| Laurus Investment Counsel Inc. | 30,990 | $25.5M | 6.60% | −810−2.5% | Reduced |
| Nissay Asset Management Corp | 39,210 | $25.2M | 0.19% | +2,152+5.8% | Added |
| Texas Permanent School Fund | 39,057 | $25.1M | 0.31% | −3,157−7.5% | Reduced |
| Summit Global Investments | 38,848 | $25.0M | 1.61% | −19,274−33.2% | Reduced |
| Brewin Dolphin Ltd | 38,008 | $24.4M | 1.07% | −4,235−10.0% | Reduced |
| Junto Capital Management LP | 37,816 | $24.3M | 0.63% | −71,432−65.4% | Reduced |
| Tiaa, FSB | 37,799 | $24.2M | 0.08% | −692−1.8% | Reduced |
| Mutual of America Capital Management LLC | 37,384 | $24.0M | 0.24% | +1,530+4.3% | Added |
| Tran Capital Management, L.P. | 37,293 | $24.0M | 1.92% | −13,845−27.1% | Reduced |
| Commonwealth Equity Services, LLC | 37,286 | $24.0M | 0.05% | +2,549+7.3% | Added |
| Tower Research Capital LLC (TRC) | 37,204 | $23.9M | 0.41% | +11,276+43.5% | Added |
| TD Waterhouse Canada Inc. | 34,804 | $23.6M | 0.23% | +34,804 | New |
| Jasper Ridge Partners, L.P. | 36,611 | $23.5M | 0.88% | +99+0.3% | Added |
| M&T Bank Corp | 36,595 | $23.5M | 0.10% | −2,131−5.5% | Reduced |
| Wendell David Associates Inc | 35,928 | $23.1M | 2.34% | −5,947−14.2% | Reduced |
| IFM Investors Pty Ltd | 35,924 | $23.1M | 0.42% | −349−1.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 35,542 | $22.9M | 0.24% | +1,298+3.8% | Added |
| Lyell Wealth Management, LP | 35,219 | $22.7M | 2.59% | +331+0.9% | Added |
| Susquehanna Fundamental Investments, LLC | 35,120 | $22.6M | 0.59% | −6,300−15.2% | Reduced |
| Pacer Advisors, Inc. | 35,060 | $22.6M | 0.23% | +12,154+53.1% | Added |
| Appleton Partners Inc | 34,586 | $22.2M | 1.67% | −574−1.6% | Reduced |
| McDaniel Terry & Co | 34,554 | $22.2M | 2.23% | +844+2.5% | Added |
| Twinbeech Capital LP | 34,370 | $22.1M | 1.26% | +34,370 | New |
| Jennison Associates LLC | 34,189 | $22.0M | 0.01% | +9,684+39.5% | Added |
| Voloridge Investment Management, LLC | 33,969 | $21.9M | 0.12% | +15,714+86.1% | Added |
| Autus Asset Management, LLC | 33,878 | $21.8M | 2.19% | −1,579−4.5% | Reduced |
| Westpac Banking Corp | 33,430 | $21.5M | 0.22% | +2,599+8.4% | Added |
| Forte Capital LLC | 33,109 | $21.3M | 2.69% | −546−1.6% | Reduced |
| Whittier Trust Co | 32,818 | $21.1M | 0.34% | +1,139+3.6% | Added |
| Louisiana State Employees Retirement System | 32,800 | $21.1M | 0.46% | +1,700+5.5% | Added |
| Boston Trust Walden Corp | 32,456 | $20.9M | 0.17% | −57,289−63.8% | Reduced |
| Achmea Investment Management B.V. | 32,405 | $20.8M | 0.99% | +573+1.8% | Added |
| Mackenzie Financial Corp | 32,080 | $20.6M | 0.03% | −7,190−18.3% | Reduced |
| Creative Planning | 31,590 | $20.3M | 0.03% | −969−3.0% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 31,240 | $20.1M | 1.93% | +31,240 | New |
| Employees Retirement System of Texas | 31,100 | $20.0M | 0.22% | +15,000+93.2% | Added |
| Ci Investments Inc. | 30,900 | $19.9M | 0.07% | −761−2.4% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 30,900 | $19.9M | 0.16% | +14,034+83.2% | Added |
| Cumberland Partners Ltd | 30,695 | $19.7M | 1.39% | +58+0.2% | Added |
| L & S Advisors Inc | 30,557 | $19.7M | 2.12% | −4,088−11.8% | Reduced |
| Davidson Investment Advisors | 30,489 | $19.6M | 1.40% | +257+0.9% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 30,316 | $19.5M | 1.57% | −559−1.8% | Reduced |
| Alberta Investment Management Corp | 30,204 | $19.4M | 0.12% | +6,904+29.6% | Added |
| Middleton & Co Inc | 30,052 | $19.3M | 1.88% | −609−2.0% | Reduced |
| Hartford Investment Management Co | 30,052 | $19.3M | 0.45% | +3,221+12.0% | Added |
| Advisory Research Inc | 29,910 | $19.2M | 1.51% | −397−1.3% | Reduced |
| Bryn Mawr Trust Co | 29,559 | $19.0M | 0.68% | −464−1.5% | Reduced |
| Armistice Capital, LLC | 29,500 | $19.0M | 0.46% | +29,500 | New |
| Profund Advisors LLC | 29,428 | $18.9M | 0.62% | +335+1.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 29,131 | $18.7M | 0.03% | −736−2.5% | Reduced |
| Jupiter Asset Management Ltd | 29,132 | $18.7M | 0.21% | +11,598+66.1% | Added |
| Alta Capital Management LLC | 29,041 | $18.7M | 0.97% | −502−1.7% | Reduced |
| Skye Global Management LP | 28,700 | $18.5M | 0.31% | +28,700 | New |
| Federated Hermes, Inc. | 28,380 | $18.3M | 0.03% | +16,880+146.8% | Added |
| Cullinan Associates Inc | 28,318 | $18.2M | 0.93% | −1,377−4.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 28,266 | $18.2M | 0.38% | +630+2.3% | Added |
| YHB Investment Advisors, Inc. | 28,026 | $18.0M | 1.43% | −83−0.3% | Reduced |
| Ashfield Capital Partners, LLC | 28,017 | $18.0M | 1.16% | −770−2.7% | Reduced |
| Hampton Road Capital Management LP | 27,829 | $17.9M | 6.27% | +27,829 | New |
| Twin Tree Management, LP | 27,273 | $17.5M | 0.43% | +27,273 | New |
| Veritas Investment Management (UK) Ltd | 27,181 | $17.5M | 2.70% | −1,370−4.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 27,071 | $17.4M | 0.04% | −863−3.1% | Reduced |
| Norinchukin Bank, The | 26,675 | $17.2M | 0.22% | −661−2.4% | Reduced |
| Daiwa Securities Group Inc. | 26,674 | $17.2M | 0.10% | +2,763+11.6% | Added |
| 2Xideas AG | 26,664 | $17.2M | 1.04% | +4,008+17.7% | Added |
| Industrial Alliance Investment Management Inc. | 26,379 | $17.0M | 0.39% | +26,379 | New |
| Sumitomo Mitsui Financial Group, Inc. | 26,082 | $16.8M | 0.49% | +4,071+18.5% | Added |
| Shelton Capital Management | 26,074 | $16.8M | 0.60% | −272−1.0% | Reduced |
| HFR Wealth Management, LLC | 25,568 | $16.4M | 4.13% | +91+0.4% | Added |
| Alley Co LLC | 25,372 | $16.3M | 2.59% | +158+0.6% | Added |
| Paloma Partners Management Co | 25,312 | $16.3M | 0.52% | +25,312 | New |
| Patten & Patten Inc | 25,175 | $16.2M | 1.12% | −451−1.8% | Reduced |
| Northstar Asset Management Inc | 25,168 | $16.2M | 4.07% | −2,808−10.0% | Reduced |
| CIBC Private Wealth Group, LLC | 25,043 | $16.1M | 0.03% | +742+3.1% | Added |
| Maytus Capital Management, LLC | 25,000 | $16.1M | 3.72% | −5,000−16.7% | Reduced |
| Steel Peak Wealth Management LLC | 24,944 | $16.0M | 0.97% | −720−2.8% | Reduced |
| Liberty Capital Management, Inc. | 24,608 | $15.8M | 4.27% | −839−3.3% | Reduced |
| Securian Asset Management, Inc | 24,407 | $15.7M | 0.29% | +717+3.0% | Added |
| Gratus Capital LLC | 24,227 | $15.6M | 1.45% | +984+4.2% | Added |
| Congress Wealth Management LLC | 23,877 | $15.4M | 0.31% | +23,877 | New |
| Northwestern Mutual Wealth Management Co | 23,806 | $15.3M | 0.03% | +605+2.6% | Added |
| Texas Capital Bank Wealth Management Services Inc | 22,956 | $14.8M | 1.28% | −1,064−4.4% | Reduced |
| Moore Capital Management, LP | 22,770 | $14.6M | 0.37% | −42,640−65.2% | Reduced |
| Tocqueville Asset Management L.P. | 22,735 | $14.6M | 0.20% | −478−2.1% | Reduced |
| Quest Investment Management LLC | 22,529 | $14.5M | 1.24% | −3,268−12.7% | Reduced |
| Oribel Capital Management, LP | 22,500 | $14.5M | 1.20% | −14,600−39.4% | Reduced |
| Arcadia Investment Management Corp | 22,477 | $14.5M | 2.42% | −650−2.8% | Reduced |
| Stanley-Laman Group, Ltd. | 22,380 | $14.4M | 1.69% | +435+2.0% | Added |
| Commerce Bank | 22,084 | $14.2M | 0.09% | −35−0.2% | Reduced |
| Segment Wealth Management, LLC | 21,974 | $14.1M | 1.48% | +30.0% | Added |
| Bishop Rock Capital, L.P. | 21,802 | $14.0M | 4.19% | +2,889+15.3% | Added |
| MUFG Securities EMEA plc | 21,500 | $13.8M | 0.29% | +21,500 | New |
| Carderock Capital Management Inc | 21,408 | $13.8M | 3.31% | +399+1.9% | Added |
| Rockefeller Capital Management L.P. | 21,150 | $13.6M | 0.06% | −495−2.3% | Reduced |
| Exencial Wealth Advisors, LLC | 21,118 | $13.6M | 0.66% | −7,440−26.1% | Reduced |
| Huntington National Bank | 21,004 | $13.5M | 0.12% | −719−3.3% | Reduced |
| Cornerstone Advisors, LLC | 21,000 | $13.5M | 0.73% | 00.0% | Unchanged |
| McKinley Capital Management LLC /Delaware | 20,971 | $13.5M | 1.21% | −140−0.7% | Reduced |